Ann Arbor native offers one-on-one investment management
Through Pierce Financial, I manage investments from a perspective earned over 30 years in the financial markets that began on Wall Street. I’m here to treat you like family and enhance your success. Click the 'Contact Me' button to arrange a meeting over coffee, lunch, or drinks. There’s never an obligation. Just meeting you is worth my time.
About Me...
I was born and raised in Ann Arbor. I fell in love with classical music in high school but graduated from Hope College in Business Administration. I studied music and visual art in Vienna, Austria. I pursued music as a profession. I worked at Carnegie Hall. I met Paul McCartney when my NYC choir performed his 'Liverpool Oratorio' in 1991. I couldn’t find my footing in the music business, so, in 1994, I took a Wall Street job cold calling at a firm called W.J. Nowlan & Co. Alongside clients, my business has evolved from survival to thriving. In 2015 I left a 21-year marriage. On Election Day, 2016, my 15-year-old son, Ben, died accidentally, in downtown Ann Arbor. Through this, what's important became clear - the brevity of life, the folly of fear, and the need to embrace my four surviving children, my singing, my profession, and others whom I love. Thirty years after I fell into this business, I’m grateful I’ve witnessed what I’d only read about and promised - incredible investment growth in long-term, rewarding client relationships. I’ve learned that time is the secret to investment success, and investors aren't rational. They rationalize. So, part of my job is to keep you on the road to success. We’re in a continuing, accelerating technology revolution. I put you in the thick of it, so you can share the fortunes of companies you patronize by owning their stock. Sit back, let me help, and enjoy the ride!
What My Clients Say
JANE DOE
JANE DOE
My Services
My Tax Planning service helps you minimize tax liabilities and maximize savings. I offer tax-efficient investment strategies, identify eligible deductions and credits, and utilize tax-deferred investments. I ensure compliance and optimize your financial plan to keep more of what you earn. Trust me for comprehensive year-end tax planning and strategic guidance.
FAQS
We offer a comprehensive range of financial services, including investment management, retirement planning, tax planning, estate planning, and financial advisory. Our goal is to help you achieve your financial objectives through personalized strategies and expert guidance.
Our fee structure varies depending on the type of services you require. We offer both fee-only and commission-based options to suit different client preferences. During our initial consultation, we will clearly explain our fees and ensure you understand all costs involved.
We begin with an in-depth consultation to understand your financial goals, risk tolerance, and time horizon. Based on this information, we develop a customized investment strategy tailored to your specific needs. We continuously monitor and adjust your portfolio to ensure it aligns with your objectives and market conditions.
How often will we meet to review my financial plan?
We recommend meeting at least annually to review and update your financial plan. However, we can meet more frequently if there are significant changes in your financial situation or the market. Our goal is to ensure your plan remains aligned with your goals and any new developments.
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